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AVL

Avalon Rare Metals, Inc. Ordinary Shares (Canada)
AVL

Delisted

AVL was delisted on the 17th of December, 2015.

33 hedge funds and large institutions have $1.71M invested in Avalon Rare Metals, Inc. Ordinary Shares (Canada) in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

25% more call options, than puts

Call options by funds: $5K | Put options by funds: $4K

6% less funds holding

Funds holding: 3533 (-2)

26% less capital invested

Capital invested by funds: $2.31M → $1.71M (-$602K)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
7
Closed
5
Calls
$5K
Puts
$4K
Net Calls
+$1K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
1
UBS AM
Illinois
$430K +$120K +224,182 +31%
CA
2
Commerzbank Aktiengesellschaft
Germany
$229K +$43.2K +80,932 +19%
U
3
UBS
Switzerland
$161K +$23.7K +44,352 +14%
HR
4
Howe & Rusling
New York
$140K +$1.26K +2,362 +787%
CIC
5
Chilton Investment Company
Connecticut
$131K -$12.4K -23,249 -7%
Renaissance Technologies
6
Renaissance Technologies
New York
$122K -$138K -259,300 -49%
GXMC
7
Global X Management Company
New York
$85K -$9.53K -17,858 -9%
NFG
8
Next Financial Group
Texas
$77K +$96.1K +180,108 New
Canada Pension Plan Investment Board
9
Canada Pension Plan Investment Board
Ontario, Canada
$62K
GCAC
10
Guardian Capital Advisors (Canada)
Ontario, Canada
$36K
CS
11
Credit Suisse
Switzerland
$31K
VKH
12
Virtu KCG Holdings
New York
$29K +$34.6K +64,753 New
Group One Trading
13
Group One Trading
Illinois
$20K -$4.48K -8,400 -16%
Morgan Stanley
14
Morgan Stanley
New York
$20K +$11.4K +21,400 +94%
CLOS
15
Compagnie Lombard Odier SCmA
Switzerland
$16K
Creative Planning
16
Creative Planning
Kansas
$14K -$1.6K -3,000 -9%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$13.5K
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$13K +$1.24K +2,323 +9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$11K -$2.15K -4,030 -14%
Franklin Resources
20
Franklin Resources
California
$10K
JGUA
21
John G. Ullman & Associates
New York
$9K
LOCB
22
Lombard Odier & Cie (Bahamas)
Bahamas
$9K
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$9K +$3.2K +6,000 +44%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$8K +$747 +1,400 +8%
LPC
25
Loeb Partners Corp
New York
$5K +$5.34K +10,000 New

AVL Hedge Fund Activity: Q2 2014 in Review

33 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Avalon Rare Metals, Inc. Ordinary Shares (Canada) (AVL) for Q2 2014, worth a combined $1.71M — down 26% from $2.31M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of AVL and 3 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 11 added.

The largest buyer was UBS AM, adding an estimated $120K. The largest seller was MAI Capital Management, exiting entirely with an estimated $272K sold.

  • 33 institutional investors held Avalon Rare Metals, Inc. Ordinary Shares (Canada) (AVL) as of Q2 2014, down from 35 in Q1 2014.
  • Funds reported $1.71M of Avalon Rare Metals, Inc. Ordinary Shares (Canada) stock for Q2 2014, down 26% quarter-over-quarter.
  • 3 funds opened new Avalon Rare Metals, Inc. Ordinary Shares (Canada) positions in Q2 2014 and 5 closed out, a net change of -2 holders.
  • The largest Avalon Rare Metals, Inc. Ordinary Shares (Canada) buyer in Q2 2014 was UBS AM, an estimated $120K added.
  • The largest Avalon Rare Metals, Inc. Ordinary Shares (Canada) seller in Q2 2014 was MAI Capital Management, an estimated $272K sold.

Based on aggregated 13F filings for Q2 2014.